High mortgage rates, rising costs and softer demand are weighing on both retailers’ outlooks despite modest revenue growth.

Lowe's Co. (LOW) saw stock rise despite downbeat Q3 sales. Home Depot (HD) saw lower guidance. Analyst Feldman maintained Outperform rating and $305 target.

Home Depot has said that an absence of storms in recent months has resulted in its disappointing third-quarter performance.

The three major stock indexes all ended for a second straight day Tuesday, as worries about AI-tied valuations continued.

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Home Depot remains a best-in-class operator in a worst-in-class environment. The Q3 2025 earnings were a disappointment, ...